+4.3%
ZS vs PLUG
-74.3%
+78.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.6% |
| 7D | -7.8% | -0.9% | -6.9% | -7.8% |
| 30D | +5.0% | +3.3% | +1.7% | +4.9% |
| 3M | +25.5% | -39.7% | +65.3% | +28.1% |
| 6M | +8.7% | -12.5% | +21.2% | +7.8% |
| YTD | -24.5% | +10.2% | -34.7% | -26.4% |
| 1Y | -36.7% | +50.7% | -87.4% | -40.2% |
| All | +4.3% | -74.3% | +78.6% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling